One Place for Every Handoff and Authorization
Service & Referral Coordination centralizes every referral, authorization, and provider relationship in one system, replacing the scattered mix of email, fax, and binders most case managers currently use to track handoffs — with status tracking and documented outcomes for every referral made.
Last updated July 2026
Service & Referral Coordination centralizes every referral, authorization, and provider relationship in one system, replacing the scattered mix of email, fax, and binders most case managers currently use to track handoffs — with status tracking and documented outcomes for every referral made.
One system instead of email, fax, and binders
Every referral tracked from Pending to Outcome
Authorizations tracked to catch expirations early
Any authorized staff member can pick up follow-up
One system instead of email, fax, and binders
Every referral tracked from Pending to Outcome
Authorizations tracked to catch expirations early
Any authorized staff member can pick up follow-up
What this fixes
Referrals in email. Authorizations in fax. Service plans in a binder. Provider relationships tracked in someone's memory. When a referral disappears into that scatter, the individual is the one who does not get connected to the service they needed — and there is no record showing the agency ever tried.
How Service & Referral Coordination Works
Create the Referral
Create a referral directly from the individual's record — type, reason, and provider are captured together.
Track Status
Track referral status from Pending through Connected or Unsuccessful.
Watch Authorizations
Authorizations are tracked alongside referrals so expiring or exhausted authorizations are visible before they lapse.
Document Outcomes
Outcomes are documented for every referral, creating a complete record of what was tried and what happened.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
When a referral is undocumented and the outcome is unknown, there is no way to demonstrate the agency followed through — and no way to catch it when a referral silently falls through. Centralized tracking turns "we think we sent that referral" into a documented, auditable record.
Related Capabilities
Questions About Service & Referral Coordination
What does Service & Referral Coordination track?
It tracks referrals (type, reason, provider, and status), service authorizations (including expiration and unit tracking), and provider relationships in one centralized system tied to each individual's record.
How are referral outcomes tracked?
Every referral is tracked through a status lifecycle — Pending, Connected, or Unsuccessful — and outcomes are documented so there is a complete record of what was attempted and what resulted.
Does this feature help avoid authorization lapses?
Yes. Authorizations are tracked alongside referrals, and case managers can see remaining units and expiration dates before they become a service disruption.
Can multiple staff coordinate on the same referral?
Yes. Because referrals live in the individual's shared record rather than a personal email inbox, any authorized staff member can see status and pick up follow-up if needed.